Hunterdon Healthcare 403(b) Retirement Savings Plan
Sponsored by Hunterdon Healthcare System · EIN 221537688 · Plan #006
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 2,622
- With balances
- 3,437
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aspire Advisors, Llc CRD 150652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aspire Advisors, Llc | Recordkeeping, Investment advisory (plan) | $345,829 |
| Benefit Plans Adminitrative Svcs | Recordkeeping, Custodial (securities), Participant loan processing | $221,508 |